We conducted our annual SMSF Roundtable earlier this year and asked the opinions of some the most respected experts in the sector about the most important issues. In this segment we asked: Will the increasing number of legal actions contesting death benefits continue? As a result is there more pressure on advisers to get estate planning right? Can we expect another landmark case like Katz v Grossman to emerge?

Participants:

Chris Balalovski – Self-managed Independent Super Funds chair and BDO Business Services partner

Peter Hogan – SMSF Association head of education and technical

Graeme Colley – SuperConcepts technical and private wealth executive manager

Yvonne Chu – Head of Technical Services at Australian Unity